- A recent FUSE survey comparing email KPIs to 2023 data shows a significant improvement in campaigns aimed at triggering sales, defined as the promotion of a specific purchase decision by an advisor. This is driven by several factors.
- Campaigns emphasizing urgency and relevance resonate with advisors, who are prepared to act quickly on market opportunities.
- Volatile markets further enhance the appeal of timely investment recommendations, as advisors seek allocation adjustments.
- High click-to-open rates for sales-trigger campaigns indicate that the content is effective and can contribute to gross sales generation.
